Position in GEV
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$388,440
+$7,452 QoQ
Shares Held
445
-38.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GEV Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Mar 31, 2026Optimize Financial Inc holds $2,755,802 across 8 Specialty Industrial Machinery names. GEV ranks #1 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
This page
|
445 | $388,440 | |
| 2 | ETN |
Eaton Corp plc
|
1,010 | $361,246 | |
| 3 | RRX |
Regal Rexnord Corp
|
1,883 | $352,610 | |
| 4 | CMI |
Cummins Inc
|
651 | $350,251 | |
| 5 | NDSN |
Nordson Corp
|
1,287 | $342,419 | |
| 6 | ROK |
Rockwell Automation, Inc
|
950 | $340,936 | |
| 7 | CR |
Crane Co
|
1,838 | $314,298 | |
| 8 | NNE |
Nano Nuclear Energy Inc.
|
14,922 | $305,602 |
All Filings in GEV
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $388,440 | 445 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $380,988 | 720 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $221,022 | 724 | Shares | Sole | 2025-05-19 | |
| No filing history on record for this holder in this stock. | ||||||